Armbruster Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-624
| Closed | -$34K | – | 152 |
|
|
2018
Q1 | $34K | Hold |
624
| – | – | 0.02% | 148 |
|
|
2017
Q4 | $33K | Hold |
624
| – | – | 0.02% | 152 |
|
|
2017
Q3 | $30K | Hold |
624
| – | – | 0.02% | 150 |
|
|
2017
Q2 | $28K | Hold |
624
| – | – | 0.02% | 159 |
|
|
2017
Q1 | $27K | Hold |
624
| – | – | 0.02% | 163 |
|
|
2016
Q4 | $26K | Hold |
624
| – | – | 0.02% | 164 |
|
|
2016
Q3 | $20K | Hold |
624
| – | – | 0.01% | 178 |
|
|
2016
Q2 | $16K | Hold |
624
| – | – | 0.01% | 198 |
|
|
2016
Q1 | $16K | Hold |
624
| – | – | 0.01% | 210 |
|
|
2015
Q4 | $20K | Buy |
+624
| New | +$20K | 0.02% | 199 |
|